BHPW

Beverly Hills Private Wealth Portfolio holdings

AUM $566M
1-Year Est. Return 20.43%
This Quarter Est. Return
1 Year Est. Return
+20.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$495M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.75M
3
+$2.72M
4
GNMA icon
iShares GNMA Bond ETF
GNMA
+$2.63M
5
AMZN icon
Amazon
AMZN
+$2.07M

Top Sells

1
+$3.92M
2
+$2.35M
3
+$1.44M
4
AVGO icon
Broadcom
AVGO
+$1.04M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$927K

Sector Composition

1 Technology 21.49%
2 Financials 14.36%
3 Healthcare 8.9%
4 Consumer Discretionary 8.4%
5 Consumer Staples 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$688K 0.14%
3,160
-518
152
$678K 0.14%
2,103
-44
153
$675K 0.14%
7,870
-1,374
154
$674K 0.14%
3,334
-528
155
$643K 0.13%
9,662
-1,491
156
$640K 0.13%
8,125
-1,800
157
$638K 0.13%
31,542
-5,281
158
$623K 0.13%
2,661
-250
159
$620K 0.13%
1,530
-121
160
$618K 0.12%
15,109
+2,163
161
$607K 0.12%
2,694
-2,401
162
$605K 0.12%
6,315
-2,774
163
$592K 0.12%
1,577
-7
164
$591K 0.12%
3,097
-575
165
$589K 0.12%
6,556
-1,238
166
$588K 0.12%
8,913
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167
$581K 0.12%
9,541
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168
$580K 0.12%
3,976
-658
169
$575K 0.12%
16,511
-2,909
170
$549K 0.11%
4,146
-845
171
$548K 0.11%
5,720
-5,311
172
$546K 0.11%
9,325
+1,700
173
$545K 0.11%
6,996
-1,222
174
$544K 0.11%
3,173
-523
175
$543K 0.11%
14,600
5 6
7
8 9